Results for "individual retirement accounts (IRAs)"

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House wrestles with adviser conflicts of interest issues

March 24, 2009

Only advisers who are independent of mutual funds, brokerage firms, insurance companies and other entities that sell financial products could give advice on individual retirement accounts if House Health, Employment, Labor and Pensions Subcommittee...

Charitable contributions from IRAs

March 10, 2009

Situation: Your wealthy client, age 72, has a sizable individual retirement account and is wondering whether to make charitable contributions from the IRA in 2009. Solution: Congress extended the provision to make charitable contributions directly...

Conducting employee rollover seminars

March 2, 2009

The challenge: Because of the increase in corporate layoffs, retirement plan rollovers are becoming more important. As we’ve discussed over the past several weeks, grabbing your share of the business requires becoming a retirement expert and...

It is time for IRA conversions

December 4, 2008

This month and next, help your clients by advising them to use a 2008 Roth IRA conversion to take advantage of the stock market decline. That will be the case for clients who meet these two criteria: They have traditional individual retirement...

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